Viewing a Constituent's Profile

The Constituent Profile tab on Constituent Central displays a dashboard view of the constituent's information. The information appears in a variety of charts and graphs and outlines various categories such as Demographic Information, Membership Info, Committee, List Demographics, Donations, and Registrations and Other Purchases.

profile.bmp

To define which report displays:

1.    From the Personify main toolbar, select System Admin > Configure and Verify Interfaces.
The Configure and Verify Interfaces screen displays.

2.    From the Business Objects Enterprise section, click Setup Customer Profile.
The Customer Profile Setup window displays, as shown below.
customer_profile_setup.png

3.    From the Report Details section, click the Report link.
The Dashboard Report Chooser displays.

4.    Select the appropriate report and click Select.

5.    Click OK.